We are a financial planning and wealth management firm located in Irvine, CA. We work virtually with clients across the country.

Yes.  “Fee Only” means CFM earns only the fees paid by the client.  CFM does not sell products or earn commissions.

Yes.  “Fiduciary” means that we put our client’s interest above our own.

No. We will ask you to fill out a short questionnaire and gather some documents prior to the meeting.  Other than a minimal investment of your time, the call is free.

AUM is an abbreviation for Assets Under Management.  AUM measures the amount of a investments that CFM manages for a client.

There is no asset minimum for our One-Time Plan and Ongoing Financial Planning service offerings.

CFM develops individual portfolios to match a client’s risk tolerance and financial planning needs.  Our primary focus is investing for the long-term using primarily low-cost mutual funds and ETFs.  CFM takes a measured, scientific approach to investing, and does not try to outguess the market.  

No, all services are cancellable at any time with 30 days’ notice.

After the complimentary 30-minute meeting, CFM will provide a proposal and fee-quote.

Schedule your complimenary 30-minute call today.